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  5. ROBERT H. ROSENFELD & ASSOCIATES, LLC

ROBERT H. ROSENFELD & ASSOCIATES, LLC

Company Details

Entity Name: ROBERT H. ROSENFELD & ASSOCIATES, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 27 Jul 1998
Company Number: LLC_00210102
File Number: 00210102
Type of Management: Manager Managed
Date Status Change: 04 Jun 2024
Address 40 SKOKIE BLVD. STE 150, NORTHBROOK, 60062, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ROBERT H. ROSENFELD & ASSOCIATES, LLC CASH BALANCE PLAN & TRUST 2023 273270369 2024-10-03 ROBERT H. ROSENFELD & ASSOCIATES, LLC 8
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 541110
Sponsor’s telephone number 8475679022
Plan sponsor’s address 40 SKOKIE BLVD, SUITE 150, NORTHBROOK, IL, 60062

Signature of
Role Plan administrator
Date 2024-10-03
Name of individual signing HANNAH ROSENFELD
Valid signature Filed with authorized/valid electronic signature
ROBERT H. ROSENFELD & ASSOCIATES, LLC 401(K) PLAN AND TRUST 2023 273270369 2024-10-03 ROBERT H. ROSENFELD & ASSOCIATES, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541110
Sponsor’s telephone number 8475679022
Plan sponsor’s address 40 SKOKIE BLVD, SUITE 150, NORTHBROOK, IL, 60062

Signature of
Role Plan administrator
Date 2024-10-03
Name of individual signing HANNAH ROSENFELD
Valid signature Filed with authorized/valid electronic signature
ROBERT H. ROSENFELD & ASSOCIATES, LLC CASH BALANCE PLAN & TRUST 2022 273270369 2023-09-27 ROBERT H. ROSENFELD & ASSOCIATES, LLC 8
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 541110
Sponsor’s telephone number 3127042200
Plan sponsor’s address 33 NORTH DEARBORN STREET, SUITE 185, CHICAGO, IL, 60602

Signature of
Role Plan administrator
Date 2023-09-27
Name of individual signing ROBERT ROSENFELD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-09-27
Name of individual signing ROBERT ROSENFELD
Valid signature Filed with authorized/valid electronic signature
ROBERT H. ROSENFELD & ASSOCIATES, LLC 401(K) PLAN AND TRUST 2022 273270369 2023-09-27 ROBERT H. ROSENFELD & ASSOCIATES, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541110
Sponsor’s telephone number 3127881925
Plan sponsor’s address 33 NORTH DEARBORN STREET, SUITE 185, CHICAGO, IL, 60602

Signature of
Role Plan administrator
Date 2023-09-27
Name of individual signing ROBERT ROSENFELD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-09-27
Name of individual signing ROBERT ROSENFELD
Valid signature Filed with authorized/valid electronic signature
ROBERT H. ROSENFELD & ASSOCIATES, LLC 401(K) PLAN AND TRUST 2021 273270369 2022-07-22 ROBERT H. ROSENFELD & ASSOCIATES, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541110
Sponsor’s telephone number 3127881925
Plan sponsor’s address 33 NORTH DEARBORN STREET,, SUITE 1850, CHICAGO, IL, 60602

Signature of
Role Plan administrator
Date 2022-07-21
Name of individual signing ROBERT ROSENFELD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-07-21
Name of individual signing ROBERT ROSENFELD
Valid signature Filed with authorized/valid electronic signature
ROBERT H. ROSENFELD & ASSOCIATES, LLC CASH BALANCE PLAN & TRUST 2021 273270369 2022-07-22 ROBERT H. ROSENFELD & ASSOCIATES, LLC 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 541110
Sponsor’s telephone number 3127881925
Plan sponsor’s address 33 NORTH DEARBORN STREET,, SUITE 1850, CHICAGO, IL, 60602

Signature of
Role Plan administrator
Date 2022-07-21
Name of individual signing ROBERT ROSENFELD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-07-21
Name of individual signing ROBERT ROSENFELD
Valid signature Filed with authorized/valid electronic signature
ROBERT H. ROSENFELD & ASSOCIATES, LLC CASH BALANCE PLAN & TRUST 2020 273270369 2021-10-11 ROBERT H. ROSENFELD & ASSOCIATES 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 541110
Sponsor’s telephone number 3127881925
Plan sponsor’s address 33 NORTH DEARBORN STREET,, SUITE 1850, CHICAGO, IL, 60602

Signature of
Role Plan administrator
Date 2021-10-08
Name of individual signing ROBERT ROSENFELD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-08
Name of individual signing ROBERT ROSENFELD
Valid signature Filed with authorized/valid electronic signature
ROBERT H. ROSENFELD & ASSOCIATES, LLC 401(K) PLAN AND TRUST 2020 273270369 2021-10-11 ROBERT H. ROSENFELD & ASSOCIATES 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541110
Sponsor’s telephone number 3127881925
Plan sponsor’s address 33 NORTH DEARBORN STREET,, SUITE 1850, CHICAGO, IL, 60602

Signature of
Role Plan administrator
Date 2021-10-08
Name of individual signing ROBERT ROSENFELD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-08
Name of individual signing ROBERT ROSENFELD
Valid signature Filed with authorized/valid electronic signature
ROBERT H. ROSENFELD & ASSOCIATES, LLC CASH BALANCE PLAN & TRUST 2019 273270369 2020-09-22 ROBERT H. ROSENFELD & ASSOCIATES 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 541110
Sponsor’s telephone number 3127042200
Plan sponsor’s address 33 NORTH DEARBORN STREET, SUITE 1850, CHICAGO, IL, 60602

Signature of
Role Plan administrator
Date 2020-09-22
Name of individual signing ROBERT H. ROSENFELD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-09-22
Name of individual signing ROBERT H. ROSENFELD
Valid signature Filed with authorized/valid electronic signature
ROBERT H. ROSENFELD & ASSOCIATES, LLC 401(K) PLAN AND TRUST 2019 273270369 2020-09-22 ROBERT H. ROSENFELD & ASSOCIATES 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541110
Sponsor’s telephone number 3127042200
Plan sponsor’s address 33 NORTH DEARBORN STREET, SUITE 1850, CHICAGO, IL, 60602

Signature of
Role Plan administrator
Date 2020-09-22
Name of individual signing ROBERT H. ROSENFELD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-09-22
Name of individual signing ROBERT H. ROSENFELD
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
ROBERT H ROSENFELD, 40 SKOKIE BLVD STE 150, NORTHBROOK, 60062 Agent 2024-05-31

Manager

Name and Address Role Appointment Date
ROSENFELD, ROBERT H, 40 SKOKIE BLVD. STE 150, NORTHBROOK, IL, 60062 Manager 2024-06-04
ROSENFELD, JEREMY, 40 SKOKIE BLVD. STE 150, NORTHBROOK, IL, 60062 Manager 2024-06-04

Historical Names

Name Change Date
LAW OFFICES OF ROBERT H. ROSENFELD & ASSOCIATES, L.L.C 2011-05-04

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 20 Jan 2025

Sources: Illinois Office of the Secretary of State

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